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Advisor Desktop

Practice Insights

Transforming Your Data Into Growth Opportunities

Through Adhesion Wealth’s intuitive advisor desktop solution, advisors can access robust data intelligence to help them better navigate and manage their business. Our dashboard will help you track fee trends, AUM growth, asset allocation, AUM by client type, flow trends, and manager usage—all at click-button pace and under a single login.

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Making Smarter Business Decisions

An Entire Firm Profile—Immediately

Our dashboard provides a powerful data engine that can quickly call up keen insights into your practice to help drive growth, achieve scale and seize opportunities. Focus on key client activities and identify areas that are successful and those that need improvement.

Manage & Grow Your Business

Leverage our enhanced analytics and reporting capabilities to drive better decisions on investment strategies and gain deeper insight about your book of business—while capturing real-time insights into new growth opportunities.

Visualizing Growth

With our digital management tools and powerful visualization of data, you’ll have immediate access to actionable intelligence that will help your practice evolve more effectively. Our comprehensive integrated data set can quickly produce customized insights into your entire advice delivery process.

Better Efficiency. Better Business.

The Adhesion Wealth platform offers a unique ability to capture essential information about clients, prospects, and the advisor landscape in general. Use our data-driven insights to prioritize your work, save time gathering and analyzing data, and monitor client goals and achievement.

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Discover key business drivers, identify risks, and find new growth opportunities

Our platform delivers advanced research and analytics, portfolio and practice management, and reporting capabilities. Data-driven practice insights are an invaluable part of our offerings to help you understand your business better, enhance and expand your services, deepen client relationships, and broaden your reach into existing and new markets.

See How Enhanced Practice Insights Can Impact Your Business